My Qualifications

As a Financial Advisor with a CERTIFIED FINANCIAL PLANNER™ certification, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses.  My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals. 

I currently serve clients in numerous locations throughout the United States.  

Registrations:           Series 7, 66, 9, 10

College Degree:       Bachelor of Science, University of Missouri, Columbia, Missouri

Military:                      8 years U.S. Army

Designations:           CERTIFIED FINANCIAL PLANNER ™

Accredited Asset Management Specialist